Senior Proposal Specialist

1 day ago

Vancouver, British Columbia, Canada Investment Management Partners Full time $80,000 - $120,000 per year

We are seeking an
RFP Specialist
to join our Vancouver team. This role offers an opportunity to contribute to a global investment firm with a purpose-driven culture and a long-term approach to investing.

The Opportunity

As part of the global RFP team, you will be responsible for managing and delivering high-quality responses to RFPs, RFIs, and due diligence questionnaires from institutional prospects and clients. You'll work closely with colleagues across investment, client servicing, and operations teams to ensure each submission reflects our philosophy, process, and values with clarity and precision.

Key Responsibilities

  • Coordinate and produce RFPs, RFIs, and DDQs for institutional investors and consultants
  • Collaborate with subject matter experts globally to gather, refine, and verify content
  • Ensure accuracy, consistency, and compliance across all proposal materials
  • Maintain and enhance the firm's content library to reflect the latest insights and data
  • Support broader business development and client service initiatives as required

About You

  • 2–4 years of experience in RFPs, investment communications, or institutional client servicing
  • Strong written communication skills and meticulous attention to detail
  • Proven ability to manage multiple projects and deadlines effectively
  • A collaborative mindset, intellectual curiosity, and a commitment to excellence
  • Familiarity with investment management concepts and industry terminology

What We Offer

You'll join a team that values integrity, independence of thought, and a shared sense of purpose. We offer a supportive and inclusive environment where your contributions are recognised, and your professional growth is encouraged.

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